2 jobs found in Walnut Creek, CA

Position Summary: The Association Insurance Advisor is an embedded insurance leader operating a co-owned virtual insurance agency inside a trade association. This role serves as the on-site face of the association’s insurance solution and is responsible for association integration, member engagement, relationship credibility, growth enablement, and execution of commercial insurance placements. While this role involves placing and servicing individual commercial insurance accounts, success depends primarily on trusted presence within the association, influence with leadership, and the ability to drive member adoption of the insurance program. Supervisory Responsibilities: None initially. This role is expected to evolve into a leadership position as service and operational support is added with scale. Essential Tasks: Embedded Association Leadership Operate as the embedded insurance representative inside association headquarters, building daily credibility with...

Objective: Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Small Business division This is a dynamic full-time remote role that will provide a spectrum of innovative strategies to develop and maintain client's insurance needs.     Responsibilities Include:   A ccount management  and some marketing  for assigned clients Coordinate all aspects of renewal marketing process with client Prepare account specifications, negotiate pricing and finalize policy conditions.  Policies to be checked and transmitted in a timely manner.  Help coordinate invoicing and preparing of certificates and evidence of insurance. Prepare account proposals for presentation.  Explain and clarify coverage forms to clients.  Manage account services, coordinate and direct the activities.  Expand existing accounts by developing offering new lines  of coverage .  Thorough documentation is required on each account with proper E&O...